Job Description
Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each and every client.
About the Role: The Office Administrator role reports to the COO and is critical to the operational efficiency of the office. This position utilizes excellent customer service and organizational skills to confidently provide administrative support to both clients and the internal team.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:
- Acts as front line for office contact: handling inbound and outbound calls, responding to email requests, greeting guests arriving in-person (this would not apply if virtual).
- Manage office and advisors' calendars: scheduling of prospect meetings, periodic reviews and financial planning meetings with clients, investment update meetings/calls with internal partners, etc.
- Handle client administrative requests: address/contact information updates, establishing online account access, providing statements/tax documents.
- Maintain CRM: ensure prospects/clients are added to the database and information remains up to date.
- Responsible for assuring timely submission of monthly expense reports for the firm's Partners.
- Handle all office managerial tasks: maintain office supplies inventory, pay/reconcile vendor invoices, schedule equipment maintenance, etc. Assist operations team with client operational tasks, as needed.
- Supports clients with online account activation and assists with troubleshooting login issues.
OTHER DUTIES: To perform this job successfully, you may also be asked to perform the following duties satisfactorily:
- Assist Communications & Marketing Associate with prospect/client event planning: sending invitations, managing guest lists, reserving/coordinating event space, etc.
- Other responsibilities as assigned by the COO.
What You Will Need: KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual should have the following skills and abilities:
- Great customer service skills; positive, friendly attitude.
- Ability to build relationships with clients and internal partners.
- Computer skills (Outlook, Word, Excel) are essential.
- Excellent communication skills, both verbal and written.
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
SUPERVISORY RESPONSIBILITIES: None
EDUCATION AND EXPERIENCE: - You will have at least 1 year of work experience.
- Previous customer service or administrative experience preferred.
CERTIFICATIONS: None
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit at a computer for extended periods of time.
- Ability to lift up to 20 pounds.
OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
KESTRA VALUES: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Job Tags
Permanent employment, Full time, Part time, Work experience placement, Work at office,